About Us

Who We Are

“If you don’t know who you truly are, you’ll never know what you really want.”― Roy T. Bennett

Phoenix Management is comprised of a talented multidisciplinary team with over a century of experience in financial markets. We know who we are, what we do, and why we do it.

We are original, lateral, out-of-the-box thinkers who do not run with the crowd or believe what we are told. We rigorously and objectively observe, question, and assess data and situations before making our own conclusions, focused on a single goal – ensuring we make the best decisions for our clients.

During our time in the markets it has become clear that although the speed of dissemination and quantity of information has increased exponentially, the rules of successful, profitable investing have not changed.

We have learned those rules first-hand over many years and have the systems in place and discipline to adhere to them for the benefit of our clients.

Our Philosophy

“Be fearful when others are greedy and greedy when others are fearful.” – Warren Buffett

Have you ever stopped to think why, out of the billions of people who have exposure to the stock market, very few become wealthy?

It’s because the stock market does not owe anyone a living and is a very stern taskmaster. Similarly, when you enter the public markets, you are competing against not only “the smartest guys in the room,” but these days, against high frequency traders whose trades are executed by “bots” in a fraction of a second.

Notwithstanding that the odds are stacked against the average investor, when you align yourself with seasoned professionals who understand the markets and what you want to achieve by investing in them, you can make outstanding returns.

We feel that Jack D. Schwager, in the preface to his seminal work, The New Market Wizards, made the following exemplary points with which we at Phoenix Management could not agree more:

There are a million ways to make money in markets. The irony is that they are all very difficult to find.

The markets are always changing, and they are always the same.

The secret to success in the markets lies not in discovering some incredible indicator or elaborate theory; rather, it lies within each individual.

To excel in trading requires a combination of talent and extremely hard work-(surprise!) the same combination required for excellence in any field.

Consistent with the points above, at Phoenix Management we work harder than the competition to search for and unearth client-specific ways to make money in ever-changing markets.